Store uploaded file URL in custom field

I had to tweak the code here a little to get the desired result. For some reason, wp_get_attachment_url() method wasn’t returning the correct values. My version of the code is given below for reference:

add_filter( 'frm_new_post', 'create_a_custom_field', 10, 2 );
function create_a_custom_field( $post, $args ) {
$field_id = 89; //replace 89 with the correct field id
if ( isset( $_POST['item_meta'][ $field_id ] ) && !empty( $_POST['item_meta'][ $field_id ] ) ) {
$field_value = sanitize_text_field( $_POST['item_meta'][ $field_id ] );
$attachmentids = '';
foreach ($_POST['item_meta'][ $field_id ] as $value) {
$attachmentids=$attachmentids.','.$value;
}
$post['post_custom']['_product_image_gallery'] = $attachmentids;
}
return $post;
}

Hope this helps! Please let me know if there is a better way to achieve the same results.

IBM Filenet CaseManager deployment error

I recently experienced the below error while deploying a Case Manager solution.
FNRPA0032E The solution cannot be deployed because the Process Engine configuration document could not be imported. See the following error: Failed API_TransferConfig

There may be various reasons for the error, but it was a data issue in my case. Analyzing the Process Engine logs (pesvr_system.log, pesvr_trace.log) revealed that one orphan work item (that was terminated) was lingering in the system and was preventing the deployment. The work item was deleted and the deployment was successful.

Hope this helps!

Formidable integration with intercom.io

Intercom is a CRM platform that acts as the single channel between client and service provider. The tool can be used to manage, communicate and tag users in addition to a variety of other features.

My requirement was to tag intercom users once a formidable entry is marked as approved. The idea is to identify the logged in WP user and tag the corresponding user entry in intercom. Key pieces to the integration are given below:
1) A view with single field edit links.
2) Once the the entry is updated, based on certain conditions, send data to intercom and tag users.
3) Intercom API documentation can be found here.
4) Intercom’s PHP library and installation instructions are in Github here.

Code snippet
require_once 'intercom/vendor/autoload.php';
use Intercom\IntercomBasicAuthClient;
add_action('frm_after_update_field', 'frm_trigger_entry_update'); //action triggered during entry update from view
function frm_trigger_entry_update($atts){
$entry = FrmEntry::getOne($atts['entry_id']);
do_action('frm_after_update_entry', $entry->id, $entry->form_id); //callback to FP frm_after_update_entry hook
}
add_action('frm_after_update_entry', 'send_to_intercom', 10, 2); //action triggered after update entry
function send_to_intercom($entry_id, $form_id){
$intercom = IntercomBasicAuthClient::factory(array( //intercom initialization
'app_id' => 'app_id',
'api_key' => 'app_key'
));
global $wpdb,$frm_entry,$frm_entry_meta;
//replace 28, 342, 285, 341 with your form and field ids respectively
if($form_id == 28 && FrmEntryMeta::get_entry_meta_by_field($entry_id, 342) == 'Approved') {
$tag_user = new WP_User( FrmEntryMeta::get_entry_meta_by_field($entry_id, 285) );
$intercom->tagUsers(array( //call to 'tagUsers' intercom api function
"name" => FrmEntryMeta::get_entry_meta_by_field($entry_id, 341).": Approved",
"users" => array(
array("email" => $tag_user->user_email)
)
));
}
}
}

Hope this helps! Please feel free to share your experiences and let me know if there are better ways to use the intercom API.

Formidable Pro new method

Quick update on one of the new methods among many introduced since FP v2.0

Deprecated method: $frm_entry_meta->get_entry_meta(entry_id, field_id)
New method: FrmEntryMeta::get_entry_meta_by_field(entry_id, field_id)

Hope this helps! Please feel free to share your experiences as well with the newer version of FP.

Stripe Connect Payment processing

In this post, I am going to talk about how to implement Stripe Connect to accept payments on behalf of a seller.

Essentially, my requirement was to:
1) Design a form with metadata fields like Name, Currency, Amount with a Pay button at the end.
2) Add field validations to the form.
3) Once the form is completed and “Pay” button clicked, invoke Stripe Checkout to process the payment and show the appropriate payment success/failure message.
4) Formidable Pro acted as the backend end database and it’s API was used for some server side validations.

The form design (part 1) was achieved by using plugin WP Simple Pay Pro and it’s shortcodes. The shortcodes were placed inside Formidable HTML type fields to have better control on the form design and use some aspects of FP API for server side validation.

The custom form validations (Part 2) were implemented using Parsley. The library is included as part of Simple Pay Pro and doesn’t require to be installed separately.

We implemented a custom Stripe Pay button (part 3) using Stripe Checkout API.

On a high level, the technical process flow is as follows:
a) The click on the “Pay” button in the form validates the form fields using Parsley JS library ($form.parsley().validate()).
b) Once the form passes validation, the Stripe payment overlay is invoked using handler.open({}) function.
c) Once the overlay form is completed and submitted, the resulting token is captured and processed by the StripeCheckout.configure({}) function.
d) Based on payment success/failure, custom message is displayed on a form designed on Formidable.

Hope this overview helps! Please don’t hesitate to contact me for any question on implementation details or if you have better suggestions.

Search for repeating sections in Formidable Pro

One of the pain areas while working with repeating sections in Formidable Pro is that the fields contained in repeatable sections are not searchable.

Unable to search for certain fields in a form really defeats the purpose of including such fields in the first place. Formidable team is going to roll out a fix in the next release, but there is a workaround to fix it locally unless the next version of FP is made available.

Please note that the changes suggested here are to the core FP source and kindly ensure to take a back-up of entire FP source code. The steps are given below:

1. Go into formidable/pro/classes/helpers/FrmProAppHelper.php. Near line 448, you’ll see this:
$new_ids = FrmEntryMeta::getEntryIds( $where_statement, '', '', true, $filter_args );
Right above it, add this:
$filter_args['return_parent_id'] = ( $where_field->form_id != $args['form_id'] );

2. Next, go into formidable/classes/models/FrmEntryMeta.php. Near line 293, you’ll see this:
$query[] = $unique ? 'DISTINCT(it.item_id)' : 'it.item_id';
Replace it with this:
$defaults = array( 'return_parent_id' => false );
$args = array_merge( $defaults, $args );
if ( $args['return_parent_id'] ) {
$query[] = $unique ? 'DISTINCT(e.parent_item_id)' : 'e.parent_item_id';
} else {
$query[] = $unique ? 'DISTINCT(it.item_id)' : 'it.item_id';
}

This should fix the search issue with fields in repeatable sections. Hope this helps! Please let me know if there is a better solution to the same problem.

UltimateClientManager plugin

Riding on my proof of concept and research, I built v1.0 of my plugin for UCM.

My requirement is to build a plugin to manage Leads for different clients. There are options to add and modify leads. Currently, the plugin is being scaled so that Leads can flow back and forth between different systems. Technically, this will involve integration (Read/Write) to Formidable Pro as all the leads also sync to Formidable database as part of a separate solution.

Please let me know if you have questions and I will try to address individual queries. I shall be writing more on this subject once integration with Formidable Pro is complete.

PHPExcel reports generation

I worked on an assignment where the desire was to generate excel report of Formidable Pro entries from front end view. After some research, I chose PHPExcel as the library of my choice. The reason for using PHPExcel is a mature library combined with comprehensive documentation. Once you download the library and explode the zip file, all you require is the core, i.e. the *Classes* folder uploaded to your custom project. Include the library in your custom code using the lines below
ini_set('max_execution_time', 0); //this is optional and may be required if the data set is huge. It increases the script execution time
require_once 'path/to/Classes/PHPExcel.php';
//your custom code to generate report

I found PHPExcel to be quite efficient and mature for generating reports for analytics. However, please feel free to share your experience and let me know if there is a better library which can deliver the same results more efficiently.

Formidable entry creation date

Quick tip to fetch entry creation date with Formidable API.
global $frm_entry,$frm_entry_meta;
$entries = $frm_entry->getAll("form_id=50"); //replace 50 with your form id
foreach($entries as $entry){
echo $entry->created_at; //entry creation date generally in format('Y-m-d H:i:s')
}
Hope this helps! Please share your experience and tips or tricks while working with FP.

Customize WooCommerce Points and Rewards

WooCommerce Points and Rewards is a fantastic extension from WC team that lets us setup reward points for customers. By default, it can be configured for users to earn points for certain actions like “account signup” & “writing a review”. My requirement was to add another action called “Points earned for first login per day”. I will share the code along with relevant comments and screenshots to showcase the implementation.
Add the below filters and actions in functions.php file of your WP theme (Child themes recommended).
Ref: API Docs for WC Points and Rewards
//Filter to add the option of points for login per day
add_filter( 'wc_points_rewards_action_settings', 'points_rewards_for_login_per_day' );
function points_rewards_for_login_per_day( $settings ) {
$settings[] = array(
'title' => __( 'Points earned for first login per day' ),
'desc_tip' => __( 'Enter the amount of points earned when a customer logs in for the first time each day.' ),
'id' => 'wc_points_rewards_login_per_day',
);
return $settings;
}
//Filter to add events description for Points Log tab
add_filter( 'wc_points_rewards_event_description', 'points_rewards_for_login_per_day_event_description', 10, 3 );
function points_rewards_for_login_per_day_event_description( $event_description, $event_type, $event ) {
$points_label = get_option( 'wc_points_rewards_points_label' );
switch ( $event_type ) {
case 'wc-add-points-login-per-day': $event_description = sprintf( __( '%s earned for first login of the day' ), $points_label );
break;
}
return $event_description;
}
//Action to capture the log in event. My requirement is to register the first log in of the day
function func_on_login($user_login, $user) {
$points = get_option( 'wc_points_rewards_login_per_day' ); //get points configured during rewards setup in admin
$lastlogindatetime = get_user_meta( $user->ID, 'last_login_time', true ); //I am persisting the value of first log in of the day in a user meta variable
if ( $lastlogindatetime != '' && (date( 'Y-m-d', time() ) != date( 'Y-m-d', $lastlogindatetime )) ) {
if ( ! empty( $points ) ) {
WC_Points_Rewards_Manager::increase_points( $user->ID, $points, 'wc-add-points-login-per-day' );
}
update_user_meta( $user->ID, 'last_login_time', time() );
} else if ($lastlogindatetime == '') {
if ( ! empty( $points ) ) {
WC_Points_Rewards_Manager::increase_points( $user->ID, $points, 'wc-add-points-login-per-day' ); //increase point on first log in of the day
}
add_user_meta( $user->ID, 'last_login_time', time() );
}
}
add_action('wp_login', 'func_on_login', 10, 2);
Also attached are two screenshots corresponding to the first two filters, one for action settings and the other for Points Log tab. The results are highlighted in boxes.
Hope this helps! Please feel free to share your experiences with WooCommerce customization and if there is a better way to achieve the same results as described in this post.